Tutorial: Creating a Data-Driven Subscription

Reporting Services provides data-driven subscriptions so that you can customize the distribution of a report based on dynamic subscriber data. Data-driven subscriptions are intended for the following kinds of scenarios:

Distributing reports to a large recipient pool whose membership may change from one distribution to the next. For example, distribute a monthly report to all current customers.

Distributing reports to a specific group of recipients based on predefined criteria. For example, send a sales performance report to the top ten sales managers in an organization.

Data-driven subscriptions are typically created and maintained by report server administrators. The ability to create data-driven subscriptions requires expertise in building queries, knowledge of data sources that contain subscriber data, and elevated permissions on a report server.

A report that includes parameters. This tutorial assumes the sample report, Employee Sales Summary. This report is included in the AdventureWorks sample reports. To define a data-driven subscription for this report, the report must be configured to use stored credentials when accessing its data source.

Tip:

The easiest way to publish all of the sample reports to a report server is to deploy the report sample solution (AdventureWorks Sample Reports.sln) from Business Intelligence Development Studio. For more information, see AdventureWorks Report Samples.

The AdventureWorks sample database, which provides data to the sample report.

A role assignment that includes the Manage all subscriptions task on the sample report. This task is required for defining a data-driven subscription. If you are an administrator on the computer, the default role assignment for local administrators provides the permissions necessary for creating data-driven subscriptions. For more information, see Managing Permissions and Security for Reporting Services.